Automated birthday/anniversary greetings and offers

Purpose

 1.1. Automate the sending of personalized birthday or anniversary greetings and special offers to customers to enhance their loyalty and drive repeat business.
 1.2. Automatedly gather customer date-of-birth or anniversary details during order or reservation processes for targeted engagement.
 1.3. Automate offer delivery via email, SMS, or in-app notifications to increase customer retention, automate marketing touchpoints, and maximize upsell potential.
 1.4. Ensure all greetings and offers are delivered reliably on the exact date with zero manual intervention, thus automating key customer experience milestones.

Trigger Conditions

 2.1. Automated trigger on the customer’s registered date-of-birth or anniversary as stored in CRM or POS system.
 2.2. Automated re-check and trigger annually for recurring offers and greetings.
 2.3. Automates trigger when order history identifies loyal customers eligible for VIP treatment.
 2.4. Additional triggers when customer places an order within X days of their special date to automate upsell offers.

Platform Variants

 3.1. Mailchimp
  • Feature/Setting: Automate birthday automation workflows via "Customer Journeys"; configure automation rule for email send on specific date fields.

 3.2. Twilio
  • Feature/Setting: Automating SMS via Programmable Messaging API with a cron/autopilot trigger based on customer metadata.

 3.3. SendGrid
  • Feature/Setting: Automated transactional email templates with Marketing Campaign automation trigger on a custom field date.

 3.4. HubSpot
  • Feature/Setting: Workflow automation in CRM to trigger personalized email or SMS on contact’s birthday/anniversary date field.

 3.5. Salesforce
  • Feature/Setting: Automate Process Builder or Flow configured to send greeting emails or assign a task on date match.

 3.6. ActiveCampaign
  • Feature/Setting: Date-based automation for sending targeted campaigns linked to contact fields.

 3.7. Zoho CRM
  • Feature/Setting: Automate workflow rule set on birthday/anniversary fields to trigger email/SMS actions.

 3.8. Constant Contact
  • Feature/Setting: Automated Email Series with anniversary/birthday trigger, using "Event Triggered Emails".

 3.9. Klaviyo
  • Feature/Setting: Date Property Trigger for flows automating campaign sends on user’s special date.

 3.10. Slack
  • Feature/Setting: Use Incoming Webhooks API for automated internal notification to teams about VIP customer birthdays.

 3.11. Microsoft Power Automate
  • Feature/Setting: Automating flows using scheduled triggers checking CRM data for upcoming events.

 3.12. Google Sheets
  • Feature/Setting: Automate script for checking rows with matching dates and invoking email/SMS APIs.

 3.13. Intercom
  • Feature/Setting: Automated message campaigns based on user attributes with date triggers.

 3.14. Shopify
  • Feature/Setting: Automate email campaigns via third-party apps or built-in automators using customer tags and dates.

 3.15. MailerLite
  • Feature/Setting: Automated workflows triggering on custom field date matches.

 3.16. Pipedrive
  • Feature/Setting: Automating activities and emails via Workflow Automation for contacts with upcoming special dates.

 3.17. WhatsApp Business API
  • Feature/Setting: Automate greeting message via Message Templates triggered by external scheduler.

 3.18. Airtable
  • Feature/Setting: Automate sending emails using "Automations" configured with date fields.

 3.19. Drip
  • Feature/Setting: Automated automation rules with Date fields to initiate campaigns.

 3.20. Customer.io
  • Feature/Setting: Date-triggered, automated campaigns using segment filters and event-based triggers.

 3.21. Freshdesk
  • Feature/Setting: Automate ticket/task creation for personal calls or special greetings to high-value customers.

 3.22. Bitrix24
  • Feature/Setting: CRM automation rules for automated email/SMS greetings tied to custom date properties.

Benefits

 4.1. Automated engagement boosts customer retention and loyalty.
 4.2. Automation of repetitive communication eliminates risk of missing key dates.
 4.3. Automates personalized touchpoints, enhancing customer satisfaction.
 4.4. Drives upsell and cross-sell revenue through timely automated offers.
 4.5. Automated greetings demonstrate attentiveness and professionalism without manual effort.
 4.6. Automating greetings standardizes brand voice and consistency across channels.
 4.7. Automation ensures compliance with marketing timelines and recurring customer touchpoints.